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Athelney Trust PLC
Waterside Court
Falmouth Road
Phone: +44 1326378288p:+44 1326378288 PENRYN, TR10 8AW  United Kingdom Ticker: ATYATY

Business Summary
Athelney Trust plc is a United Kingdom-based investment company. The investment objective of the Company is to provide long-term growth in dividends and capital, with the risks inherent in small cap investment minimized through a spread of holdings in quality small cap companies that operate in various industries and sectors. The assets of the Company are allocated predominantly to companies with either a full listing on the London Stock Exchange or a trading facility on the Alternative Investment Market (AIM) or the Aquis Stock Exchange (AQSE). The Company's portfolio includes investments in various sectors, such as chemicals; construction and materials; electronic and electrical equipment; food and beverages; general financial; industrial engineering; leisure goods; media; mobile communications; multiutilities; property, commercial and residential, and others. The Company's portfolio includes listings, such as small caps, fledgling and cash.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/202312/31/2023Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Non-Executive Independent Chairman of the Board FrankAshton 62 1/1/2020 1/25/2019
Managing Director, Fund Manager, Director Emmanuel C.Pohl 70 1/1/2022 10/1/2018
Company Secretary DeborahWarburton 1/1/2018 1/1/2018
Non-Executive Independent Director SimonMoore 63 3/4/2019 5/1/2015

Business Names
Business Name
Athelney Trust PLC
ATY

General Information
Number of Employees: 4 (As of 12/31/2012)
Outstanding Shares: 2,157,881 (As of 12/31/2023)
Shareholders: 511
Stock Exchange: LON


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